Supernova recommends FAs serve on two community or non-profit boards. This can be your alma mater, a medical-based, social services, political, arts, church or sports focused group. Besides the personal reward you will get for your efforts, your “giving back” demonstrates your character and philanthrophic and leadership qualities.
You can join an organization that is near and dear to a client’s heart if you don’t have one of your own. And you can take the organization’s theme and turn it into a niche for your business. At a recent conference one of the FAs asked me, “How do I develop this opportunity into a resource for prospects?”
The other members of the board will want to know more about you socially but may not know a lot about what you do. Approach them with this simple statement, “We have gotten to know each other socially. Let’s get together and get to know each other professionally.” They will immediately know what you mean and be grateful you initiated the conversation.